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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,555 | $57,828-26.4% | $117,039-63.6% | $70,126-39.3% |
| Participation rate | 96.0% | 67.1%+28.9pp | 77.2%+18.8pp | 69.5%+26.5pp |
| Annual return | 13.78% | 17.55%-3.8pp | 18.95%-5.2pp | 73.15%-59.4pp |
| Employer contribution / active EE | $2,876 | $1,816+58.4% | $3,785-24.0% | $2,343+22.8% |
| Participant deferral / active EE | $1,258 | $2,438-48.4% | $3,929-68.0% | $3,332-62.2% |
| Admin fee / account holder | $37,259 | $3,548+950.1% | $5,974+523.7% | $4,645+702.1% |